Trainee Credit Controller
7 days ago
**Job Title: Trainee Credit Controller**
**Department: Client Accounting**
**Location: Portsmouth**
**Hours: Monday to Friday 09:00 - 17:00- 1 hr lunch break (35hrs)**
**(additional hours when necessary depending on the needs**
**of the business)**
**Report to: Head of Department**
**Holiday Allocation: 25 days per annum**
**Summary of Job**:Working with Accounts and Estate Management and responsible for chasing arrears for outstanding service charges and ground rents for the Brighton office**
**Main Tasks & Responsibilities**:
- Run aged debtors report for leaseholders who are in arrears for outstanding service charges and ground rents.
- Run through the report and view each account in Qube, carefully checking the notes to eliminate any possible leaseholders who are in dispute, on hold or pay via monthly standing order.
- Run Credit Control letters in accordance with the official procedure
- Arrange payment plans for any Section 20 or Major Works charges. Liaise with PM’s for time scales of scheduled works etc.
- If no payment or contact has been received following full ‘Credit Control’ proceedings, liaise with PM’s/clients to discuss the necessary recovery action.
- Write to mortgage lender if applicable. If no mortgage lender, pass file to solicitors and liaise with them accordingly. (With prior agreement of the client).
- Arrange regular credit control meetings with property managers. Produce arrears report containing up to date notes and address/follow up any issues to be actioned.
- Liaise with and report to landlords & clients with details of outstanding leaseholders’ arrears.
- Process debit card payments via online banking portal.
- Pension Credit information - Send letters to DWP showing a breakdown of individual service charge apportionments, in order to calculate Pension Credits appropriate leaseholders.
- Return unpaid cheques with covering letter.
- Constantly update leaseholders notes with any details of correspondence/documents received
**Person Specification**:
- Excellent telephone manner
- Excellent organisational skills
- Computer literate
- Excellent communication skills
- Excellent customer service skills
- Ability to work as part of a team
- Ability to use own initiative
**Please Note**:
This job description is an indication of the job role you have been employed to do and not an exhaustive list of daily or monthly tasks. All employees will be expected to undertake any suitable tasks requested by their line Manager to meet the changing needs and future growth of the business, as discuss in regular reviews. The job description needs to be read alongside the post-holders Statement of Main Terms and Employee Handbook, which provides detailed information concerning the policies and procedures of our company. This job description will be reviewed periodically.
**Job Types**: Full-time, Permanent
Pay: £16,100.00-£21,000.00 per year
**Benefits**:
- Additional leave
- Bereavement leave
- Company events
- Company pension
- Cycle to work scheme
- Life insurance
- Referral programme
Schedule:
- Monday to Friday
- No weekends
Ability to commute/relocate:
- Portsmouth, PO2 0BQ: reliably commute or plan to relocate before starting work (required)
Application question(s):
- What is your expected salary?
Work Location: In person
Reference ID: HIVE-002
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